Sage Wealth Advisors LLC
Kathleen A Anderson CFP™
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
How much can you afford to pay for a car?
Estimate the future value of your current savings.
Use this calculator to determine whether you qualify for the different types of IRAs.